Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,559 | $183,516-67.5% | $155,534-61.7% | $145,884-59.2% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 11.05% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $3,085 | $5,315-42.0% | $4,675-34.0% | $4,662-33.8% |
| Participant deferral / active EE | $6,186 | $6,467-4.3% | $5,630+9.9% | $6,690-7.5% |
| Admin fee / account holder | $2,147 | $19,293-88.9% | $15,900-86.5% | $13,392-84.0% |